PERSON DIRECTORY
Steeve Morin
Steeve Morin appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262
Steeve Morin sees an H100 oversupply risk potentially emerging “probably this year,” as five-year compute economics shift toward 95% inference and latency-sensitive agents expose Nvidia’s architectural vulnerabilities.Google owns the product, data, and compute triangle, while AI builders face a margin stack dominated by TSMC, Nvidia, and Amazon; AMD’s opportunity depends on reducing switching costs, and new architectures must overcome SRAM economics, energy, and talent constraints.